DaveF1006
Expert Alumni

Retirement tax questions

To try to troubleshoot your issue, I have recreated the return in my sample program and it works correctly. Your issue may reflect a variety of things. 

 

  1.  First of all, check your 1099R to see if you are marked as the right recipient. 
  2. Next if you have the ability to see forms, check your Form 540P23 and check line 7 of that form against line 11 of your 1040.  if the two amounts are different, then your military pension has been excluded.

 

 

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